Sales Register

Sales Reports List | Sales Register

Sales Register

Sales Register refers to the list of sales transactions in a given period

Requirements before using Sales Register

• The user should setup have the following records in order to proceed on using the Sales Report
  1. Customer
  2. Sales Invoice

List of Sales Register Module terms on Oojeema Prime.

Field	Description
1. Record Filter (Year, Customer)	Set of filter options for precise search of records. Year will be set at the current year by default. Customer filter dropdown will only show customers with Invoice Transactions.
2. Export	Allows the user to Export the report into Spreadsheet
3. Sales Invoice	List of Sales Invoice specify within the date range.
4. Customer	List of Customer on the Sales Register Record

Notes:

• Customers must be ACTIVE status in order to view its records in the report.
  • Customer status can be seen in Customer Maintenance Module

Filtering and Exporting Sales Register

1. Under the Main Menu, Click Reports
2. Under Reports Menu, Click Sales Register under Sales Reports.
3. Under Sales Register, click the Export Button on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.